Jacob Houston Email & Phone Number

Tampa, Fl, Us

Tampa, Florida, Us

Orlando, Florida, Us

Responsibilities:- Led a three-person team focused on new property acquisition efforts throughout 24 states along the U.S. East Coast and performed all deal related functions from deal sourcing through deal closing.- Acted in a direct supervision role to manage, train, and perform all HR functions for two direct reports.- Responsible for deep market knowledge and relationship creation in target markets; actively sought out off-market transactions and fostered relationships with brokers, owners, and other relevant parties through individual outreach efforts.

Salt Lake City, Ut, Us

Responsibilities:- Directly responsible for operational and investment oversight of a 15 property seniors housing portfolio located across 7 states and representing $684M in asset value.- Partnered with multiple third-party management companies to create annual operating budgets, determine capital investment needs, implement quarterly sales and marketing plans, and set operational strategy.- Oversaw the execution of $15M of annual capital investment projects across the portfolio, including maintenance capex, large scale renovations and ground up development projects.

Salt Lake City, Ut, Us

Responsibilities:- Lead a team of junior and senior analysts responsible for providing analytical support for all acquisition and asset management related activities. - Team responsibilities included all phases of acquisition analysis (deal selection, underwriting, financial due diligence, market analysis, operator budgeting, lender deliverables) as well as asset management analysis (property level budgeting and forecasting, production of executive dashboards, detailed revenue and expense variance analysis, competitive market analysis, as well as property level data collection, consolidation and dissemination) - Prepared investment memos and deliverables for Bridge Seniors Executive Committee, Bridge Seniors Underwriting Management Committee, Bridge Seniors Investment Management Committee, third party lenders and Bridge Capital Markets.Selected Experience:- Lead a five person team responsible for overseeing all analytical functions of a $2.5Bn seniors housing fund.- Responsible for timely and accurate reporting and analytics related to operations of over 60 seniors housing properties located across 27 states.

Salt Lake City, Ut, Us

Responsibilities:- Lead a team of analysts responsible for all acquisition activity including deal selection, underwriting, financial due diligence, detailed market analysis and operator budgeting. Selected Experience:- Lead a three person team responsible for underwriting and closing over $1.5Bn of seniors housing transactions.- Closed numerous multi-property portfolios including three in excess of $100M.

Salt Lake City, Ut, Us

Responsibilities:- Performed initial review and underwriting of all acquisition opportunities.- Completed detailed financial due diligence on acquisition targets including rent roll analysis, trailing financial analysis, and capital expenditure planning. - Prepared investment reports for the Bridge Seniors Investment Committee.- Assisted in asset valuations, budgeting and reporting.- Performed in-depth market research including demographic trends, local competitor analysis and recent market transaction history.- Created deliverables for debt placement and worked with lenders to secure asset financing.Selected Experience:- Reviewed more than $2.0Bn worth of market transactions in the senior housing/medical office building space.- Underwrote and assisted in the due diligence of over $1.0Bn worth of closed senior housing transactions.- Underwrote and assisted in the due diligence and closing of four large scale entry fee CCRC's.

A middle market private equity firm providing capital to small and medium sized companies undergoing a restructuring, turnaround or other special situation.Responsibilities:- Served in a mission critical role reporting directly to the partners of the firm and held advanced responsibilities including: handling client and CEO interactions, creating all financial models, acting as final review of partners’ work, performing due diligence, and contributing to deal negotiations and structuring.- Created firm’s prospective target screening process to help identify and source new deals which resulted in the identification of over 40 new targets and led to ten potential deals. - Developed target financial overview and analysis process that was relied upon to determine deal pursuit or rejection.- Lead summer interns and taught financial modeling and valuation techniques.- Participated in many different aspects of the firm including: all deal-related activities, portfolio monitoring, reporting and valuation, fundraising, and client reporting. Selected Experiences:- Performed research and financial analysis on multiple energy sector investments including oil & ethanol refineries, oil & gas producers, oil and gas pipelines, alternative energy companies, and energy and oilfield service providers.- Assisted in the turnaround and sale of a $40M metal-clad switch gear manufacturer.- Analyzed multiple mining companies including gold, coal, copper and tungsten mines and assisted in the monitoring and turnaround of a $50M copper mine.

New York, Ny, Us

Associate role in KPMG's Transaction Services group providing support to private equity clients.Responsibilities:- Performed due diligence on buy- and sell-side transactions including detailed financial statement analysis.- Identified quality of earnings adjustments as well as assisted in deal structuring including closing working capital requirements, minimum cash requirements, and treatment of debt like items. - Performed in-depth research to develop marketing and internal training material. - Led three interns in an analytical company benchmarking project.- Conducted interviews with company management and performed audit work paper reviews.Selected Experiences:- Advised a major financial company on a planned spin-off of a $1.5Bn division.- Advised a private equity client on the planned acquisition of a $350M retail company.- Advised a private equity client on the planned acquisition of a $150M media company.Other Firm Contributions:- Chosen to be an Intern Transitional Coach by upper management.- Taught financial concepts to a class of 30 4th grade students as a Junior Achievement volunteer.- Led a group of 50 college students with Partnerships for Parks in an effort to revitalize a Brooklyn Park.